Private Wealth Group
MRK icon

Private Wealth Group’s Merck MRK Stock Holding History

Private Wealth Group’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Buy
+1,467
New +$203K 0.08% 70
2023
Q1 		– Sell
-1,912
Closed -$212K – 55
2022
Q4 		$212K Buy
+1,912
New +$195K 0.3% 49

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Private Wealth Group's MRK Position: Q3 2026 in Review

Private Wealth Group opened a new position in Merck (MRK) in Q3 2026: 1,467 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings. This is a return to the name: Private Wealth Group previously reported a position in MRK as recently as Q4 2022.

Private Wealth Group first reported a position in MRK in Q4 2022 and has held it in 2 quarters since. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Private Wealth Group held 1,467 shares of Merck worth $213K as of Q3 2026.
  • Merck was a new Private Wealth Group position in Q3 2026.
  • Merck made up 0.08% of Private Wealth Group's portfolio in Q3 2026, its #70 holding.
  • Private Wealth Group first reported a position in Merck in Q4 2022 and has held it in 2 quarters since.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.